International Assets Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

International Assets Investment Management’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Buy	573 +3	+0.5%	+$637	0.01%	988
2026 Q1	$123K	Sell	570 -73	-11%	-$16.9K	0.01%	959
2025 Q4	$166K	Sell	643 -266	-29%	-$70.4K	0.01%	868
2025 Q3	$290K	Hold	909	–	–	0.02%	621
2025 Q2	$291K	Sell	909 -138	-13%	-$45.5K	0.02%	626
2025 Q1	$361K	Buy	1,047 +164	+19%	+$51.8K	0.03%	507
2024 Q4	$244K	Sell	883 -231,529	-100%	-$67.4M	0.02%	655
2024 Q3	$826	Buy	232,412 +231,638	+29,927%	+$65.3M	﹤0.01%	1199
2024 Q2	$201K	Buy	+774	New	+$192K	0.02%	710
2021 Q2	–	Sell	-736	Closed	-$91K	–	540
2021 Q1	$91K	Hold	736	–	–	0.01%	743
2020 Q4	$91K	Buy	+736	New	+$83.8K	0.02%	624

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

International Assets Investment Management's AJG Position: Q2 2026 in Review

International Assets Investment Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.53% in Q2 2026, buying an estimated $637 and bringing the position to 573 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #988.

International Assets Investment Management first reported a position in AJG in Q4 2020 and has held it in 11 quarters since. The position peaked at $361K in Q1 2025. 945 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

International Assets Investment Management held 573 shares of Arthur J. Gallagher & Co worth $137K as of Q2 2026.
International Assets Investment Management bought 3 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $637.
Arthur J. Gallagher & Co made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #988 holding.
International Assets Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 11 quarters since.
International Assets Investment Management's Arthur J. Gallagher & Co position peaked at $361K in Q1 2025.
945 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.